Triad Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $807K | Sell |
5,193
-13
| -0.2% | -$2.02K | 0.28% | 38 |
|
|
2023
Q2 | $846K | Sell |
5,206
-302
| -5% | -$49.1K | 0.35% | 34 |
|
|
2023
Q1 | $848K | Sell |
5,508
-230
| -4% | -$35.4K | 0.37% | 33 |
|
|
2022
Q4 | $871K | Buy |
5,738
+128
| +2% | +$19.4K | 0.39% | 35 |
|
|
2022
Q3 | $758K | Buy |
5,610
+4
| +0.1% | +$540 | 0.41% | 35 |
|
|
2022
Q2 | $804K | Buy |
5,606
+1
| +0% | +$143 | 0.45% | 30 |
|
|
2022
Q1 | $909K | Sell |
5,605
-156
| -3% | -$25.3K | 0.49% | 28 |
|
|
2021
Q4 | $989K | Buy |
+5,761
| New | +$989K | 0.59% | 27 |
|